The July data, and the year-on-year increase, confirm that a moderate but sustainable recovery continues, putting us on track for 7-9 percent sequential growth in the third quarter, |
The main story of 2005 is one of the growing importance of consumers in driving sales of semiconductors. |
The new year got off to a good start. Retail sales, including consumer electronics products, were relatively strong in January. |
The October sales are another indication that the industry is on track to achieve our forecast of 4.7 percent growth in the fourth quarter. |
The outlook for the semiconductor industry remains robust. |
The outlook for the semiconductor industry remains robust. For the first quarter of 2006, we expect sequential change in the total market will be in the range of plus or minus 1%. |
The oversupply of some semiconductor products, such as memory chips, has depressed sales revenue, ... However, we are still optimistic about the industry's position, because the demand for newer and more powerful chips continues to increase. |
The sales increase was dominated by a record 82.4 percent sales rise in the DRAM market, with essentially flat sales in other product areas as forecasted, |
The September results are in line with the 1997-2000 worldwide forecast we released last week which calls for industry growth of 5.5 percent in 1997 and 16.8 percent in 1998. |
The tragic events of September 11 may slightly dampen sales for the month of September due to short-term logistical issues; however, we are still confident that we will see sequential quarterly growth commencing in the December quarter, |
The tragic events of September 11 may slightly dampen sales for the month of September due to short-term logistical issues; however, we are still confident that we will see sequential quarterly growth commencing in the December quarter. |
The worldwide market for semiconductors in 2001 is expected to decline 31 percent due to excessive inventories and price pressure on a wide range of products, ... However, recent data indicates inventory is now largely in balance and prices are rebounding in some product categories. |
There has been stronger-than-expected demand for our products across the board. There is far better inventory management, better capital investment management, |
There is some evidence of inventory accumulation of semiconductors and finished electronic products during the first quarter of 2006. We expect the electronic industry supply chain will respond quickly as it did late in 2004 and that inventories will be in balance by the third quarter. |
They're perhaps approaching 75 percent or better by now. The consensus building is that there maybe a limitation to the upside in the quarter but it's not likely to get to the point where it's going to bring the numbers below what the analyst expectations are. |